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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$4.95B +$1.45B +15,269 +41%
Bank of America
2
Bank of America
North Carolina
$2.69B -$50.5M -533,673 -2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.57B +$45.5M +480,357 +2%
Morgan Stanley
4
Morgan Stanley
New York
$2B +$13.3M +140,493 +0.7%
Wells Fargo
5
Wells Fargo
California
$1.75B -$14.5M -153,077 -0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.4B -$30.2M -319,189 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.36B -$78.9M -834,085 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.33B +$17.9M +189,464 +1%
LPL Financial
9
LPL Financial
California
$1.14B -$56.1M -592,490 -5%
UBS Group
10
UBS Group
Switzerland
$918M +$29.4M +310,303 +3%
Goldman Sachs
11
Goldman Sachs
New York
$880M -$183M -1,932,305 -17%
FCAS
12
First Command Advisory Services
Texas
$861M +$5.73M +60,490 +0.7%
BlackRock
13
BlackRock
New York
$855M -$28.1M -297,095 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$850M +$25.5M +269,871 +3%
RJA
15
Raymond James & Associates
Florida
$724M +$25.3M +266,936 +4%
Northern Trust
16
Northern Trust
Illinois
$719M +$53.1M +561,044 +8%
US Bancorp
17
US Bancorp
Minnesota
$714M +$62.5M +660,552 +10%
Financial Engines Advisors
18
Financial Engines Advisors
California
$649M -$25.5M -269,313 -4%
Ameriprise
19
Ameriprise
Minnesota
$633M -$34.7M -367,048 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$588M -$451K -4,769 -0.1%
Truist Financial
21
Truist Financial
North Carolina
$514M +$13.5M +142,247 +3%
GT
22
Glenmede Trust
Pennsylvania
$488M -$534K -5,639 -0.1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$445M +$10M +106,041 +2%
PPFA
24
Provida Pension Fund Administrator
Chile
$415M +$35.8M +376,384 +9%
NMIMC
25
Northwestern Mutual Investment Management Company
Wisconsin
$377M -$45.8M -484,255 -11%
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